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LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST 401k Plan overview

Plan NameLAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST
Plan identification number 001

LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAW OFFICES OF MATTHEW BREKHUS has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF MATTHEW BREKHUS
Employer identification number (EIN):810891436
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATHEW BREKHUS2024-10-04
0012023-01-01MATHEW BREKHUS2024-11-12
0012022-01-01MATHEW BREKHUS2023-10-04
0012021-01-01MATTHEW BREKHUS2022-10-17
0012021-01-01MATTHEW BREKHUS2022-10-17
0012020-01-01MATTHEW BREKHUS2021-10-04
0012019-01-01JANICE FRANZ2020-09-15
0012018-01-01JANICE FRANZ2019-09-24

Plan Statistics for LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST

401k plan membership statisitcs for LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST

Measure Date Value
2025: LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-077
Total number of particpants at end of year2025-10-076
Number of Participants With Account Balances2025-10-076
2024: LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-11-126
Total number of particpants at end of year2024-11-127
Number of Participants With Account Balances2024-11-127

Financial Data on LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST

Measure Date Value
2025 : LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-07161882
Net assets as of the end of the plan year2025-10-07268370
Total assets as of the beginning of the plan year2025-10-07345599
Value of plan covered by a fidelity bond2025-10-07113000
Participant contributions to plan in this plan year2025-10-0732060
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0731594
Plan net income in this plan year2025-10-07-77229
Net assets as of the end of the plan year2025-10-07268370
Net assets as of the beginning of the plan year2025-10-07345599
Employer contributions to plan in this plan year2025-10-0720999
Fees paid to broker by Benefit Provider2025-10-07461
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-075515
2024 : LAW OFFICES OF MATTHEW BREKHUS 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-120
Total liabilities as of the end of the plan year2024-11-120
Total liabilities as of the beginning of the plan year2024-11-120
Total expenses incurred by plan in this plan year2024-11-1210479
Net assets as of the end of the plan year2024-11-12345599
Total assets as of the beginning of the plan year2024-11-12287571
Value of plan covered by a fidelity bond2024-11-12113000
Participant contributions to plan in this plan year2024-11-121500
Other expenses paid from plan in this plan year2024-11-120
Other contributions to plan in this plan year2024-11-120
Other income to plan in this plan year2024-11-1247183
Plan net income in this plan year2024-11-1258028
Net assets as of the end of the plan year2024-11-12345599
Net assets as of the beginning of the plan year2024-11-12287571
Employer contributions to plan in this plan year2024-11-1219824
Fees paid to broker by Benefit Provider2024-11-12200
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-125201

Potentially related plans

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